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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,513 | $106,864-38.7% | $147,318-55.5% | $82,637-20.7% |
| Participation rate | 51.9% | 75.5%-23.7pp | 82.1%-30.2pp | 68.1%-16.2pp |
| Annual return | 15.13% | 27.49%-12.4pp | 70.43%-55.3pp | 53.51%-38.4pp |
| Employer contribution / active EE | $1,481 | $3,417-56.6% | $4,593-67.7% | $2,552-42.0% |
| Participant deferral / active EE | $3,812 | $6,496-41.3% | $7,906-51.8% | $4,126-7.6% |
| Admin fee / account holder | $981 | $8,415-88.3% | $13,708-92.8% | $7,339-86.6% |